Read an e-invoice (purchase invoice) manually

You import a folder with e-invoices (.ubl, .xml, .pdf). You use this functionality if you want to process invoices, for instance, which have been uploaded via FTP.

You can also import 'individual' PDF files from a mailbox or a folder via the e-invoices process. In this way you can also import PDF files of purchase invoices from a folder or from e-mail attachments as e-invoices without XML and/or UBL files.

Profit, however, cannot derive the creditor data from the PDF. The PDF is imported and linked as an attachment. However, you need to enter the creditor and invoice details yourself when entering the purchase invoice. Profit does not complete this data as is the case for an e-invoice (UBL or XML). On the first entry line, the PDF has been entered automatically as attachment in that case.

Note:

As a user, you need read and write rights (modify) for the file location (folder/share) where the e-invoices are read, because Profit deletes the file after importing it. You specify these rights using Windows Explorer.

To import an e-invoice (purchase invoice) manually:

  1. Go to: Financial / Creditor / E-invoice.
  2. Click on: New.

    Fin_Handmatig e-factuur (inkoopfactuur) inlezen (10)

  3. Select the file in Location.

    Profit automatically suggests the file location last used for this administration. Profit remembers this location as a preferred value for each administration.

    AFAS Online customers can import files via a local folder. For more information please refer to: Save files (AFAS Online)

  4. Click on: Next.
  5. You can see the lines with the imported invoices on the screen.

    In the XML column, you see the file name of the accompanying UBL file if a UBL and a PDF file were found in the folder during the import. You do not see any data in the XML column if there was only a PDF file in the folder.

  6. Click on: Finish.

After reading, Profit automatically deletes the files.

Directly to

  1. Read an e-invoice (purchase invoice)
  2. Manually read an e-invoice
  3. Automatically read an e-invoice using the Command Line Utility
  4. Read an e-invoice using the communication service